Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$4.17K Sell
55
-59
-52% -$4.48K ﹤0.01% 971
2024
Q4
$8.81K Buy
114
+46
+68% +$3.56K ﹤0.01% 878
2024
Q3
$4.97K Sell
68
-119
-64% -$8.69K ﹤0.01% 957
2024
Q2
$11.3K Buy
187
+94
+101% +$5.67K ﹤0.01% 857
2024
Q1
$5.87K Hold
93
﹤0.01% 943
2023
Q4
$5.41K Hold
93
﹤0.01% 904
2023
Q3
$4.52K Hold
93
﹤0.01% 932
2023
Q2
$4.64K Hold
93
﹤0.01% 962
2023
Q1
$5.08K Hold
93
﹤0.01% 927
2022
Q4
$5.71K Hold
93
﹤0.01% 907
2022
Q3
$5K Hold
93
﹤0.01% 926
2022
Q2
$5K Hold
93
﹤0.01% 945
2022
Q1
$6K Hold
93
﹤0.01% 942
2021
Q4
$7K Hold
93
﹤0.01% 971
2021
Q3
$6K Hold
93
﹤0.01% 951
2021
Q2
$5K Sell
93
-30
-24% -$1.61K ﹤0.01% 982
2021
Q1
$6K Hold
123
﹤0.01% 858
2020
Q4
$5K Hold
123
﹤0.01% 826
2020
Q3
$5K Hold
123
﹤0.01% 754
2020
Q2
$5K Hold
123
﹤0.01% 768
2020
Q1
$4K Hold
123
﹤0.01% 779
2019
Q4
$4K Buy
+123
New +$4K ﹤0.01% 786
2019
Q3
Sell
-123
Closed -$4K 860
2019
Q2
$4K Buy
+123
New +$4K ﹤0.01% 786
2016
Q2
Sell
-591
Closed -$13K 929
2016
Q1
$13K Hold
591
﹤0.01% 624
2015
Q4
$11K Hold
591
﹤0.01% 637
2015
Q3
$11K Hold
591
﹤0.01% 633
2015
Q2
$10K Buy
+591
New +$10K ﹤0.01% 697